Purchases and Sales Made in Q4 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 2024. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-32- 0.2% |
$13K - $14.5K
|
16K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-33- 0.26% |
$13.4K - $15K
|
12.6K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 0.25% |
$13.4K - $15K
|
13.2K
$5.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-33- 3.86% |
$13.4K - $15K
|
821
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-33- 0.44% |
$13.4K - $15K
|
7.51K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-33- 1.03% |
$13.4K - $15K
|
3.16K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-33- 3.29% |
$13.4K - $15K
|
970
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-34- 0.27% |
$13.8K - $15.5K
|
12.7K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-34- 1.04% |
$13.8K - $15.5K
|
3.24K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-34- 0.06% |
$13.8K - $15.5K
|
55.4K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-34- 0.33% |
$13.8K - $15.5K
|
10.2K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-34- 1.28% |
$13.8K - $15.5K
|
2.62K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-34- 0.07% |
$13.8K - $15.5K
|
51.8K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-34- 0.04% |
$13.8K - $15.5K
|
84.5K
$33.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-34- 1.11% |
$13.8K - $15.5K
|
3.03K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35- 0.38% |
$14.2K - $15.9K
|
9.12K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-35- 0.52% |
$14.2K - $15.9K
|
6.73K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-35- 0.13% |
$14.2K - $15.9K
|
27.5K
$10.9M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35- 0.08% |
$14.2K - $15.9K
|
43.7K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-36- 0.55% |
$14.6K - $16.4K
|
6.48K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36- 0.39% |
$14.6K - $16.4K
|
9.15K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-36- 0.37% |
$14.6K - $16.4K
|
9.75K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-36- 1.51% |
$14.6K - $16.4K
|
2.34K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-36- 0.37% |
$14.6K - $16.4K
|
9.57K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-37- 0.19% |
$15K - $16.8K
|
19.7K
$7.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-37- 1.05% |
$15K - $16.8K
|
3.47K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-37- 0.79% |
$15K - $16.8K
|
4.64K
$1.84M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37- 1.1% |
$15K - $16.8K
|
3.34K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-38- 0.01% |
$15.4K - $17.3K
|
264K
$104M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-38- 1.31% |
$15.4K - $17.3K
|
2.86K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-38- 1.07% |
$15.4K - $17.3K
|
3.51K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.41% |
$15.4K - $17.3K
|
9.33K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-38- 0.2% |
$15.4K - $17.3K
|
19K
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 0.68% |
$15.8K - $17.7K
|
5.69K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-39- 0.77% |
$15.8K - $17.7K
|
5.03K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-39- 1.11% |
$15.8K - $17.7K
|
3.48K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-39- 0.27% |
$15.8K - $17.7K
|
14.4K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-39- 0.17% |
$15.8K - $17.7K
|
23.4K
$9.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-40- 0.2% |
$16.3K - $18.2K
|
20.3K
$8.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-40- 0.51% |
$16.3K - $18.2K
|
7.8K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-40- 0.13% |
$16.3K - $18.2K
|
29.8K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-40- 1.35% |
$16.3K - $18.2K
|
2.92K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-40- 1.6% |
$16.3K - $18.2K
|
2.46K
$974K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-40- 0.12% |
$16.3K - $18.2K
|
34.6K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-40- 6.69% |
$16.3K - $18.2K
|
558
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-41- 0.33% |
$16.7K - $18.6K
|
12.4K
$4.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-41- 0.94% |
$16.7K - $18.6K
|
4.31K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-41- 0.82% |
$16.7K - $18.6K
|
4.94K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-42- 0.63% |
$17.1K - $19.1K
|
6.66K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-42- 1.71% |
$17.1K - $19.1K
|
2.42K
$957K
|